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Beacon Harbor Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio JSCP Stock Details JSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150,090
Closed -$6.86M – 84
2022
Q4 		$6.86M Buy
+150,090
New +$6.82M 2.33% 10

Other funds holding JSCP

WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Beacon Harbor Wealth Advisors's JSCP Position: Q1 2023 in Review

Beacon Harbor Wealth Advisors sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2023, closing a stake of 150,090 shares — an estimated $6.86M sold.

Beacon Harbor Wealth Advisors first reported a position in JSCP in Q4 2022 and held it in 1 quarter. The position peaked at $6.86M in Q4 2022. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

  • Beacon Harbor Wealth Advisors reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 150,090 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $6.86M.
  • Beacon Harbor Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $6.86M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.